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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$155M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$411M
3
Bank of America
3
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
5
Barclays
United Kingdom
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$56.3M -$20.9M -395,926 -27%
Goldman Sachs
27
Goldman Sachs
New York
$56.1M +$8.26M +156,149 +17%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$55.2M +$2.75M +53,416 +5%
UBS AM
29
UBS AM
Illinois
$54.9M +$1.53M +29,008 +3%
AM
30
AGF Management
Ontario, Canada
$53.1M +$3.21M +60,628 +6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$52.5M +$21.7M +410,773 +71%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$51.5M +$9.58M +181,856 +23%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$47.6M +$1.27M +23,981 +3%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$45.8M +$2.29M +43,238 +5%
American Century Companies
35
American Century Companies
Missouri
$45.4M +$1.26M +23,740 +3%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$40.9M -$627K -11,843 -2%
WF
37
Welch & Forbes
Massachusetts
$39.4M -$289K -5,460 -0.7%
Wells Fargo
38
Wells Fargo
California
$37.4M +$202K +3,814 +0.5%
Ameriprise
39
Ameriprise
Minnesota
$36.1M +$6.97M +131,454 +24%
Asset Management One
40
Asset Management One
Japan
$35.5M -$1.22M -23,139 -3%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$35.4M -$8.67M -163,818 -20%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$34.8M +$1.79M +33,910 +5%
Pacer Advisors
43
Pacer Advisors
Pennsylvania
$34.4M -$4.62M -87,319 -12%
Stifel Financial
44
Stifel Financial
Missouri
$32.1M +$545K +10,303 +2%
BTCPP
45
Border to Coast Pensions Partnership
United Kingdom
$32.1M -$5.29M -100,000 -14%
UBS Group
46
UBS Group
Switzerland
$32M -$10.3M -193,732 -24%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$31.7M -$4.53M -85,705 -12%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$31.5M -$1.61M -30,515 -5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$30M +$5.43M +127,573 +22%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$26.3M -$42.3M -799,074 -62%
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